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Learn how to generate a standalone Invoice for a single Placeholder

The first step is to find the Placeholder so that you can generate their Invoice

1. Depending on whether your Delegate is assigned to a Classroom Course, Webinar Course, eLearning Course, or Document Course open the relevant CourseDataGrid from the main menu

   

2. If the Course was Classroom or Webinar, find the Course the Placeholder is assigned to by applying filters and/or searching the Courses DataGrid

   

3. Right-click on the Course the Placeholder is assigned to attended, this will show you the context menu options for this Course

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4. Click on the ‘Placeholders’ context menu option

   

5. You will be taken to the Placeholders DataGrid, which will show you the Placeholders assigned to this Course only

   

6. From the Placeholders DataGrid, identify the Placeholder(s) that you need to generate an Invoice for

   

   
   

The main step in this process is to complete the mini Invoice Generator for this Placeholder

1. Select the Placeholder(s) that you would like to generate an Invoice for by checking the checkbox in their row

   

2. Click the down arrow button next to the select-all checkbox, and then click the ‘Generate Invoice’ option

   

3. This will open the mini ‘Generate Invoice’ pop-up window

   

4. Select how you would like to group your items together on your Invoices

   

   1. Booking - an Invoice will be generated for each unique booking per customer

   2. Course - an Invoice will be generated for each Course a customer has booked

   3. Course Template - an Invoice will be generated for each Course Template a customer has booked

   4. Invoice Target - an Invoice will be generated per customer

5. If you would like to define a Due Date to be applied to each Invoice generated, check the ‘Manually Set Due Date’ option and enter this date into the Due Date option
   If you do not define a due date, your invoice terms dates will determine the Invoices' due dates

   

6. If you would like to include any Course Fees in your generated Invoices, check the ‘Include Fees’ box
   Please note, this option relates to Course Fees not Placeholder Cancellation or Transfer Fees

   

7. Click ‘Generate’ to complete the process and generate your Invoices

   

8. This will generate temporary Invoice(s) for your selected Placeholders
   This will mean that your Placeholder’s Invoice will not yet had a Reference and it will have the status of ‘Temporary’

   

   1. If you do not yet have visibility of the ‘Invoice Reference' in your Placeholders DataGrid, click on the 'Change Columns’ button at the top right of the DataGrid results

      

       

   2. Use the ‘+' button to add the ‘Related Invoice Reference’ column in and click on the 'Apply’ button

      

       

   3. You will now see the Invoice information for each Placeholder, within your Placeholders DataGrid!

The final step is to check over the Invoice and then commit it!

1. From your Placeholders DataGrid, click on the ‘No Reference Set’ link in the ‘Related Invoice Reference’ column and select ‘View in Invoice DataGrid’

   

2. This will open the Invoices DataGrid, filtered to only show you the Invoice that this Placeholder is on

   

3. Right-click on the Invoice to view the context menu options available for it

   

    

4. Click on the ‘View’ context menu option

   

    

5. This will take you to a view of the Invoice

   

    

6. Review the contents
   If there are any issues with the Invoice, you can make adjustments to it before it is committed in the next step
   

7. Click the ‘Invoices’ breadcrumb link at the top of the page to return to the Invoices DataGrid for this Placeholder

   

   
   

1. If you need to correct the Invoice Date, the Invoice Due Date, or the value of the Invoice Items on an Invoice, right-click on the Invoice from the Invoices DataGrid to view the context menu options for this Invoice

   

    

2. Click on the ‘Edit’ context menu option

   

    

3. This will take you to the Invoice editor

   

4. Update the Invoice Date and Due Date at the top-right of the Invoice

   

5. Update the values of Invoice Items
   Please note - we do not recommend adding additional items onto your Invoice as this can cause issues with reporting at a later stage

   

6. Click the ‘Save’ button to complete your changes to this temporary Invoice

   

1. To commit your Invoice, right-click on it from the Invoices DataGrid to view the context menu options for this Invoice

   

    

2. Click on the ‘Commit’ context menu option

   

3. You will be presented with a confirmation pop-up, click the ‘Yes’ button to confirm

   

4. Your Invoice will have an assigned Invoice Reference and it’s status will no longer be temporary